Email All or Selected Clients

IMPORTANT: You can only email clients directly from the client search screen if your email account is connected to your Pet Sitter Plus software via Connect > Email Setting > Connect your email. There are three options for connecting your email account to your software which depends on your Email Account provider, these are:
Custom SMTP
Google Email
Microsoft Email

When your email account is correctly connected, a checkbox is available to the left of each client and an "Email" button above the checkbox column. Email all clients, certain clients or filter your client list.

Tip: There are common email templates available for your use, such as confirmation and invoicing. You can edit templates and create new templates.

How Do I Email All Clients?

Step 1

• Click "Go" to view all clients.
• Click the top "All" checkbox to select all clients.
• Click "Email."

Step 2

1. Choose an email template, edit if required, or select the Blank template to type your own.
2. Enter a Subject line.
3. Optional: Add an Email Attachment. 
4. Click "Email Clients."

Note: When adding Email Attachments, supported File Types are: .jpeg, .jpg, .png and .pdf. File Size is restricted to 5MB and a maximum of 5 attachments can be sent.

How Do I Email Selected Clients?

• Click the checkbox beside each client and/or use Filters to select a sub-set of clients.
• Click "Email."
• Choose an email template or select the Blank template to type your own.
• Optional: Add an Email Attachment.
• Click "Email Clients."

Note: When adding Email Attachments, supported File Types are: .jpeg, .jpg, .png and .pdf. File Size is restricted to 5MB and a maximum of 5 attachments can be sent.

How Do I Know if an Email Has Been Sent?

Note: A record of the date/time and subject of the email sent is saved in LOGS, as a history of client correspondence.